Ad is loading...
SSSIX vs VSMAX
SSSIX vs VSMAX Comparison
Open Charts SSSIX vs VSMAX
SouthernSun Small Cap, I
Price$22.99
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets235.9M
Vanguard Small Cap Index Admiral Shares
Price$105.39
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
SSSIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSSIX vs. VSMAX commentary
May 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSSIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SSSIX (236M). VSMAX pays higher dividends than SSSIX: VSMAX (1.56) vs SSSIX (0.00). SSSIX was incepted earlier than VSMAX: SSSIX (16 years) vs VSMAX (25 years). SSSIX (1.06) is less costly to investors than VSMAX (0.05). SSSIX is a more actively managed with annual turnover of: 17.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SSSIX: VSMAX (3000) vs SSSIX (100000). VSMAX annual gain was more profitable for investors over the last year : -0.77 vs. SSSIX (-18.84). VSMAX return over 5 years is better than : 64.66 vs. SSSIX (24.82).
| SSSIX | VSMAX | SSSIX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -9.514 | -8.727 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -18.84 | -0.77 | 2,447% |
| Returns for 3 years | -19.75 | 14.88 | -133% |
| Returns for 5 years | 24.82 | 64.66 | 38% |
| Returns for 10 years | -12.84 | 87.63 | -15% |